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- Q2 2024 KLA Corp Earnings Call TranscriptJan 25, 2024€437.8Earnings
- KLA Corp at Nasdaq Investor Conference TranscriptDec 06, 2023
- KLA Corp at Wells Fargo TMT Summit TranscriptNov 29, 2023
- KLA Corp at UBS Technology Conference TranscriptNov 28, 2023
- Q1 2024 KLA Corp Earnings Call TranscriptOct 25, 2023€437.8Earnings
- KLA Corp at Citi Global Technology Conference TranscriptSep 07, 2023
- KLA Corp at Goldman Sachs Communacopia + Technology Conference TranscriptSep 05, 2023
- Q4 2023 KLA Corp Earnings Call TranscriptJul 27, 2023€437.8Earnings
- KLA Corp at Nasdaq Investor Conference TranscriptJun 13, 2023
- KLA Corp at Bank of America Global Technology Conference TranscriptJun 06, 2023
- KLA Corp at Evercore ISI Autotech & AI Forum (Virtual) TranscriptMay 25, 2023
- KLA Corp at JPMorgan Global Technology, Media and Communications Conference TranscriptMay 24, 2023
- Q3 2023 KLA Corp Earnings Call TranscriptApr 26, 2023€328.2Earnings
- KLA Corp at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 06, 2023
- Q2 2023 KLA Corp Earnings Call TranscriptJan 26, 2023Earnings
- KLA Corp at UBS Global TMT Conference TranscriptDec 05, 2022
- KLA Corp at Credit Suisse Technology Conference TranscriptNov 30, 2022
- Q1 2023 KLA Corp Earnings Call TranscriptOct 26, 2022Earnings
- KLA Corp at Goldman Sachs Communacopia + Technology Conference TranscriptSep 13, 2022
- KLA Corp at Citi Global Technology Conference TranscriptSep 09, 2022
- KLA Corporation Presents at Evercore ISI 2nd Annual Technology, Media & Telcom Conference 2022, Sep-08-2022 11:00 AM TranscriptSep 08, 2022
- Q4 2022 KLA Corp Earnings Call TranscriptJul 28, 2022Earnings
- KLA Corp Investor Day TranscriptJun 16, 2022
- Q3 2022 KLA Corp Earnings Call TranscriptApr 28, 2022Earnings
- KLA Corp at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) TranscriptMar 08, 2022
- KLA Corp at Susquehanna Technology Conference (Virtual) TranscriptMar 04, 2022
- Q2 2022 KLA Corp Earnings Call TranscriptJan 27, 2022Earnings
- KLA Corp at Nasdaq Investor Conference (Virtual) TranscriptDec 03, 2021
- KLA Corp at Wells Fargo TMT Summit (Virtual) TranscriptDec 01, 2021
- KLA Corp at Credit Suisse Technology, Media & Telecom Conference TranscriptNov 30, 2021
- Q1 2022 KLA Corp Earnings Call TranscriptOct 27, 2021Earnings
- KLA Corp at Citi Global Technology Virtual Conference TranscriptSep 15, 2021
- KLA Corp at Deutsche Bank Technology Conference (Virtual) TranscriptSep 09, 2021
- Q4 2021 KLA Corp Earnings Call TranscriptJul 29, 2021Earnings
- KLA Corp at UBS Global Industrials and Transportation Conference (Virtual) TranscriptJun 09, 2021
- KLA Corp at Evercore ISI TMT Conference (Virtual) TranscriptJun 08, 2021
- KLA Corp at JPMorgan Global Technology, Media and Communications Conference (Virtual) TranscriptMay 26, 2021
- Q3 2021 KLA Corp Earnings Call TranscriptApr 29, 2021Earnings
- KLA Corp at Morgan Stanley Technology, Media and Telecom Conference (Virtual) TranscriptMar 01, 2021
- KLA Corp at Goldman Sachs Technology and Internet Conference (Virtual) TranscriptFeb 11, 2021
- Q2 2021 KLA Corp Earnings Call TranscriptFeb 03, 2021Earnings
- KLA Corp at JPMorgan Tech/Auto Forum (Virtual) TranscriptJan 12, 2021
- KLA Corp at Wells Fargo TMT Conference (Virtual) TranscriptDec 02, 2020
- KLA Corp at Credit Suisse Technology Conference (Virtual) TranscriptDec 01, 2020
- KLA Corp at Sanford C Bernstein Operational Decisions Conference (Virtual) TranscriptNov 17, 2020
- KLA Corp Annual Shareholders Meeting TranscriptNov 04, 2020
- Q1 2021 KLA Corp Earnings Call TranscriptOct 28, 2020Earnings
- KLA Corp at Citi Global Technology Conference (Virtual) TranscriptSep 09, 2020
- KLA Corp at KeyBanc Capital Markets Future of Technology Series (Virtual) TranscriptAug 11, 2020
- Q4 2020 KLA Corp Earnings Call TranscriptAug 03, 2020Earnings
- KLA Corp at UBS Global Industrials and Transportation Conference (Virtual) TranscriptJun 03, 2020
- KLA Corp at Cowen TMT Conference TranscriptMay 27, 2020
- KLA Corp at JPMorgan Technology, Media and Communications Conference (Virtual) TranscriptMay 13, 2020
- Q3 2020 KLA Corp Earnings Call TranscriptMay 05, 2020Earnings
- KLA Corp at Goldman Sachs Technology & Internet Conference TranscriptFeb 12, 2020
- Q2 2020 KLA Corp Earnings Call TranscriptFeb 04, 2020Earnings
- KLA Corp at UBS Global TMT Conference TranscriptDec 10, 2019
- KLA Corp at Credit Suisse Technology, Media & Telecom Conference TranscriptDec 04, 2019
- Q1 2020 KLA Corp Earnings Call TranscriptOct 30, 2019Earnings
- KLA Corp Investor Day TranscriptSep 17, 2019
- Q4 2019 KLA Corp Earnings Call TranscriptAug 05, 2019Earnings
- KLA-Tencor Corp at UBS Global Industrials and Transportation Conference TranscriptJun 06, 2019
- KLA-Tencor Corp at Bank of America Merrill Lynch Global Technology Conference TranscriptJun 04, 2019
- KLA-Tencor Corp at JPMorgan Global Technology, Media and Communications Conference TranscriptMay 15, 2019
- Q3 2019 KLA-Tencor Corp Earnings Call TranscriptMay 06, 2019Earnings
- KLA-Tencor Corp at Goldman Sachs Technology & Internet Conference TranscriptFeb 14, 2019
- Q2 2019 KLA-Tencor Corp Earnings Call TranscriptJan 29, 2019Earnings
KLA Corp at Wells Fargo TMT Summit Transcript
So I'm Joe Quatrochi, the semicap analyst here for Wells Fargo. Excited to have KLA here this morning, CFO, Bren Higgins; as well as Brian Lorig, the EVP of Global Support and Services to discuss KLA's services business, which is something that we think is an underappreciated part of semicap and as well as KLA's business.
So maybe first, let's pick on Bren for a little bit, ask a few questions, and then we'll kind of move the discussion to Brian and talk more broadly about the services business.
Questions & Answers
Bren, let's start. You guys just reported earnings a few weeks ago, but '24 outlook. Kind of maybe help us understand the demand visibility looking into next year. Can you talk about just the different drivers of demand, how you're thinking about recovering leading-edge, foundry logic, stability of domestic China, memory, et cetera?
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